+567.0%
WDC vs SYY
+15.0%
+552.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.1% | -6.1% | -5.4% |
| 7D | +12.1% | +0.3% | +11.8% | +12.0% |
| 30D | -18.8% | -4.8% | -14.0% | -17.7% |
| 3M | -39.3% | -7.1% | -32.2% | -38.0% |
| 6M | -40.1% | +6.8% | -46.9% | -43.4% |
| YTD | +71.8% | +7.7% | +64.1% | +61.6% |
| 1Y | +88.5% | +5.7% | +82.8% | +78.5% |
| 3Y | +770.0% | +24.6% | +745.4% | +605.3% |
| All | +567.0% | +15.0% | +552.0% | +476.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SYY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling